Carson Wealth (CWM LLC)’s SP Funds Dow Jones Global Sukuk ETF SPSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
77,094
+1,035
| +1% | +$18.9K | 0.01% | 1089 |
|
|
2025
Q1 | $1.37M | Buy |
76,059
+57,810
| +317% | +$1.04M | 0.01% | 991 |
|
|
2024
Q4 | $325K | Hold |
18,249
| – | – | ﹤0.01% | 1546 |
|
|
2024
Q3 | $336K | Buy |
18,249
+12,609
| +224% | +$232K | ﹤0.01% | 1479 |
|
|
2024
Q2 | $100K | Hold |
5,640
| – | – | ﹤0.01% | 1977 |
|
|
2024
Q1 | $100K | Hold |
5,640
| – | – | ﹤0.01% | 1888 |
|
|
2023
Q4 | $101K | Buy |
+5,640
| New | +$101K | ﹤0.01% | 1768 |
|